Manage individual partner accounts

In this article, we'll review a partner's profile and outline the various options and settings available.


Find a partner

To find a partner:

  1. Log in to Partnero and open the program you want to work with.
  2. Navigate to Partners under Reporting and Management.
  3. Enter the partner’s name or email address in the search field.
  4. Click on the search result to open up their profile:

At the top of the profile, you’ll find the main information about the partner:

  • Name and email address
  • Partner tags, if any
  • Joined date
  • Commission details
  • Referring


Manage partner details and profile

By clicking on the three dots at the top right, you’ll find the following options:

  • Manage - here, you can change and manage various partner details and settings; we'll review each below.
  • Suspend - suspends the partner from the program.
  • Archive - archives partner profile.
  • Delete - deletes the partner account.

Manage partner modal explained

The Manage modal offers various settings and options. We'll go through each tab below.

Profile

Here, you can:

  • Change partner ID
  • Updated Name and Last name;
  • Update email address;
  • Change partner's password;
  • Updated marketing consent;
  • Allow the partner to request payouts using alternative methods.
  • Allow the partner to create customers from the partner portal. Read more about this setting here.

Commissions

Here, you'll find the commission settings for the partner and the option to set up custom commission rates.

Read more about custom commissions for individual partners here.

Tags

Tags tab enables you to manage partner tags. Read more about partner tags here.

Other

This tab is where you can:

  • Add or remove referring partner information if you're using multi-level commission. Read more.
  • View and edit partner payout details.


Partner stats, links, and customer activity

The rest of the partner's profile contains the following sections:

  • Partner stats: here, you can see the partner's performance:
    Partner payouts: here, you can switch to the Payouts tab, where you'll find the partner's payout history:
  • Reward distribution: see which specific program rewards where triggered to generate commission for ths partner:
  • Partner links: here, you can see, create, and delete all partner links:Read more about direct links here.
  • Promotion codes: if the partner has any promotion codes assigned, you will see them listed here:Read more about promotion codes.
  • Customer activity: here, you'll find the full list of customers the partner has brought in and find the option to create customers manually.